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Ep. 252: Jay Pelosky on How US Equities Could Underperform Rest of the World
Jay Pelosky is the founder of TPW Advisory. He has over 35 years of buy-side and sell-side financial market experience. Before going independent, Jay…
1 year, 2 months ago
Ep. 251: Phil Suttle on Fed Hiking in 2025
Phil is the founder of Suttle Economics – a leading research consultancy. Before that, he held senior roles at Tudor, the Institute of International …
1 year, 2 months ago
Ep. 250: Dominique Dwor-Frecaut on Non-Consensus View on Fed and Trump 2.0
Dominique Dwor-Frecaut is the Chief US economist and macro strategist for Macro Hive and is based in Los Angeles. Before that, she worked at various …
1 year, 2 months ago
Ep. 249: Mark Rzepczynski on Wicked Markets and Understanding Risk
Mark Rzepczynski is the managing member and CEO of AMPHI Research and Trading, a consulting firm to institutional investors and hedge funds on deriva…
1 year, 3 months ago
Ep. 248: Shawn Edwards on How Bloomberg Is Using AI (Replay)
Shawn Edwards is Bloomberg's Chief Technology Officer. Based in New York, he oversees the development of Bloomberg's global technology strategy. In 2…
1 year, 3 months ago
Ep. 247: Julia Azari on Trump's Second Term, Constraints and Priorities
Julia Azari is Professor in the Department of Political Science at Marquette University. She holds a Ph.D in political science from Yale University. …
1 year, 3 months ago
Ep. 246: Tomasz Nadrowski on Navigating Global Chaos
Tomasz is a portfolio manager at Amvest Capital – a natural resources-focused investment management firm. He has over 25 years of expertise in mining…
1 year, 3 months ago
Ep. 245: Frank Kelly on Why Everyone Underestimates Trump
Frank Kelly, Founder and Managing Partner of Fulcrum Macro Advisors, an independent strategic advisory firm. Frank began his career as a writer for P…
1 year, 4 months ago
Ep. 244: In Memoriam - Professor Ian Shipsey on How Physics Can Change the World
In late September, I had the honour of recording a conversation with the late Professor Ian Shipsey, Head of Physics at Oxford University. Tragically…
1 year, 4 months ago
Ep. 243: Charles Engel on Currency Models, Carry Trades and Capital Flows
Charles Engel is Donald Hester Professor of Economics at the University of Wisconsin. He is also a Research Associate at the National Bureau of Econo…
1 year, 4 months ago